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JDVCX vs RLBCX
JDVCX vs RLBCX Comparison
Open Charts JDVCX vs RLBCX
JPMorgan Diversified C
Price$15.35
Change-$0.38 (-2.42%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$34.04
Change-$0.82 (-2.35%)
VolumeN/A
CapitalizationN/A
JDVCX vs RLBCX Comparison Chart
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JDVCX vs. RLBCX commentary
Dec 19, 2024
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JDVCX is a StrongBuy and RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 241B vs. JDVCX (471M). RLBCX pays higher dividends than JDVCX: RLBCX (1.98) vs JDVCX (0.61). JDVCX was incepted earlier than RLBCX: JDVCX (22 years) vs RLBCX (23 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. JDVCX (94.00). RLBCX has a lower initial minimum investment than JDVCX: RLBCX (250) vs JDVCX (1000). JDVCX annual gain was more profitable for investors over the last year : 11.64 vs. RLBCX (9.36). RLBCX return over 5 years is better than : 27.91 vs. JDVCX (2.98).
| JDVCX | RLBCX | JDVCX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 10.406 | 8.914 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 471M | 241B | 0% |
| Annual Yield % from dividends | 0.61 | 1.98 | 31% |
| Returns for 1 year | 11.64 | 9.36 | 124% |
| Returns for 3 years | 1.55 | 8.71 | 18% |
| Returns for 5 years | 2.98 | 27.91 | 11% |
| Returns for 10 years | 5.78 | 41.02 | 14% |
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